WICPA
Menu
WICPA
Join Today and become a member
Learn about WICPA member benefits

View or edit your cart: 0 items Checkout

Retirement Plan Investment Seminar (Free)

Retirement Plan Investment Seminar (Free)

Retirement Plan Investment Seminar (Free)

Overview

Join us with Spectrum Investment Advisors and top financial executives for the Annual Retirement Plan Investment Seminar. In this half day program, earn free continuing education credits and learn about:

  • Economic & financial markets
  • DC Update from Washington
  • Inspiration & motivation
4.0 CPE Credits

Registration

Registration is open through 06/18.

Member Price

$0

Nonmember Price

$0

Wednesday, June 18

8:15am to 12:15pm (Check-In 7:45am)

Add to Calendar

Brookfield Conference Center

325 S Moorland Rd
Brookfield, WI 53005

Map and Directions

Agenda

Wednesday, Jun 18th

7:45AM TO 8:15AM / General Session

Read More

8:15AM TO 8:30AM / General Session

Read More

8:30AM TO 9:15AM / General Session

Emily Roland, Co-Chief Investment Strategist, John Hancock Investment Management

This session will provide a market and economic update, explore investment strategies for retirement plans, and a Q&A session.

Read More

9:35AM TO 10:45AM / General Session

William Hansen, Chief Government Affairs Officer, American Retirement Association

Hear from an experienced employee benefits executive and public policy advocate at the federal, state, and local levels for large employers in their role as a sponsor of benefit plans with an update on retirement plan trends and regulations.

Read More

11:05AM TO 12:10PM / General Session

Scott Burrows, Motivational Speaker

A car accident in high school left Scott paralyzed, but his journey of resilience and the mental fortitude he developed of vision, mindset, and grit, led him to defy the odds.

Read More

12:10PM TO 12:15PM / General Session

Manuel Rosado, President, Spectrum Investment Advisors, Inc.

Read More

Register Now